Leaning In Trademark Property

In this episode of Leaning In, we welcome Brandon Isner, thought leader in retail research. With over 15 years of industry experience, Brandon is a prominent voice in retail real estate.

Alongside host Tommy Miller, Trademark’s Managing Director & CIO, Brandon shares valuable data insights on the current retail landscape, including resilient consumers, the role of stores in the supply chain, and the reinvention of malls. He also discusses shifting consumer spending patterns, the changing role of retail spaces, innovative concepts, and the impact of public perception on the industry.

Subscribe to Leaning In for more engaging discussions with industry leaders to stay informed on real estate developments.

Links:

Trademark Property

Tommy on LinkedIn

Brandon on LinkedIn

(00:00:00) - Introduction

(00:01:24) - Brandon's background and career

(00:03:07) - Retail Market Overview and Economic Forecast

(00:07:02) - The Evolution of Retail Spaces

(00:13:11) - Consumer Behavior and Spending Trends

(00:16:56) - Regional Retail Insights and Trends

(00:24:01) - New Developments and Retail Innovations

(00:43:45) - Institutional Interest in Retail Real Estate

(00:47:12) - Final Thoughts

Trademark’s leasing team brings you the latest retail trends and insights straight from ICSC Las Vegas 2024. They discuss topics capturing retailers' attention, from health and wellness brands driving retail expansion to brands that are making a comeback. Plus, leasing trends shaping our portfolio at in-demand properties like Market Street Woodlands and Galleria Dallas.

Hosted by: Daniel Goldware, SVP of Leasing

David Pratt, VP of Leasing

David Laughlin, Leasing Representative

Doug Hermann, Director of Leasing and Development

Leaning In is published every month; subscribe to stay up to date.

Links:

Trademark Property

ICSC

Topics:

(00:00:00) - Intro

(00:01:14) - Major takeaways from ICSC regarding retail leasing trends

(0:05:38) - Standout properties

(00:12:50) - Property improvements

(00:14:47) - Challenges & wins for landlords and tenants

(00:19:14) - Retailer’s reactions to rising rents

(00:21:19) - Leasing trends today

In this episode, Tom McGee, President and CEO of ICSC, joins host Terry Montesi to
explore the future of retail.

ICSC elevates the marketplaces and spaces where people shop, dine, work, play, and gather. Drawing from ICSC's extensive industry research, Tom offers perspectives on the vitality of physical retail, the necessity of adapting to changing needs, and the pivotal role of omnichannel strategies. He also shares key insights from ICSC’s Halo Report.

Tom also explores the ramifications of the demand for physical space, government regulatory
constraints, and recent news such as Macy's store closures.

Plus, discover the exciting initiatives of the ICSC Foundation, focused on providing valuable
networking and growth opportunities for emerging talent.

Subscribe to Leaning In for more discussions with leaders in retail and real estate.


Links:

Tom on LinkedIn

ICSC



Topics:

(00:00:00) - Intro

(00:01:35) - How has the industry changed over the past decade?

(00:04:53) - Supply and demand in brick and mortar

(00:09:40) - How to do you see the integration of online shopping shaping the future of retail shopping centers?

(00:11:37) - The Halo Report

(00:15:20) - The AI effect

(00:19:30) - Tom’s experience at the ICSC Federal Fly-in

(00:26:35) - What trends are going to impact the industry over the next decade?

(00:32:21) - Have there been any meaningful innovations in the space over the past 9 months?

(00:35:14) - How do you see the future of malls?

(00:39:26) - The ICSC Foundation and ICSC Las Vegas show

It’s time to spotlight Trademark Founder Terry Montesi. In this insightful episode with Kevin Kessinger, Trademark's new President and COO, Terry shares his journey from the Memphis grocery business to groundbreaking retail and multifamily developments in Dallas Fort-Worth and beyond.

Discover what sets Trademark apart – a commitment to building a legacy that is not just financial. Plus, Terry reflects on lessons learned from transformative projects, like Market Street Woodlands and Saddle Creek, and discusses the future of real estate.

Leaning In is published every month. Subscribe to stay up to
date.

Links:

Trademark Property

Topics:

(00:00:00) - Intro

(00:00:52) - Introducing Kevin

(00:02:40) - Terry’s journey into Real Estate

(00:04:44) - Starting Trademark and reflecting on the company

(00:08:10) - Business and leadership philosophies

(00:17:10) - Reflecting on past projects

(00:25:31) - Pipeline and new initiatives

(00:27:00) - Retail is back!

(00:29:58) - Market fundamentals

(00:33:36) - Headwinds

(00:36:56) - Acquisitions and growth

(00:38:03) - Partnering with Trademark

(00:39:27) - Philanthropy

(00:41:56) - Terry’s passion

(00:43:47) - The #1 takeaway from the episode

(00:44:58) - What attracted Kevin to Trademark

In this episode of Leaning In, we welcome back Dr. Peter Linneman, authority on real estate economics and principal at Linneman Associates, for an update on the current economic landscape. Peter shares his predictions for 2024, discussing pent-up demand, inflation, and the Federal Reserve's role. He also sheds light on how housing data affects inflation measures and the impact of lower interest rates on capital markets. Plus, broader trends like shifts in healthcare costs and demographics.



Subscribe to hear future episodes as the Trademark team
speaks with experts in the real estate industry.



Links:

Linneman Associates, LLC



Topics:

(00:00:00) - Intro

(00:02:10) - Peter’s thoughts on the state of the economy

(00:14:49) - Predictions for the next 6 months

(00:25:56) - Rate cuts

(00:29:08) - Covid relief funds still on the sidelines

(00:40:00) - Predictions for capital markets

(00:43:08) - The multifamily market through 2026

(00:45:08) - The retail market through 2026

(00:48:06) - Mega trends for the rest of the decade

(00:52:15) - What is the one prevailing thought economists are wrong about?

(00:54:34) - How the 2024 election will impact the economy

Get a retrospective and a forward-looking perspective on multifamily from Kimberly Byrum, Zonda’s Managing Principal of Multifamily, in conversation with Trademark’s Chad Colley, Multifamily & Mixed-Use Partner. 

The two explore the challenges and triumphs of the asset class, touching on topics including inflation, the capital market, and the practicality of office conversion.

Kimberly draws from over 25 years of experience to make bold predictions for 2024, provide insights into DFW’s resiliency and other prime markets, and explore emerging development and design trends such as build-to-rent single-family housing.

Leaning In is published every month, subscribe to stay up to date.



Links:

Kim on LinkedIn

Zonda



Topics:



(00:00:00) - Intro



(00:01:03) - Kimberly’s background and career



(00:03:49) - What headwinds were you predicting for 2023? 



(00:07:04) - What trends do you predict for multifamily in 2024?



(00:12:50) - Dallas as an undersupplied market



(00:16:25) - What markets are going to be hot for multifamily in 2024?



(00:21:37) - Single-family design trends



(00:25:17) - Build to Rent 



(00:27:26) - Are the pandemic escape markets seeing a cool down?



(00:28:53) - Is Austin the new Silicon Valley?



(00:29:32) - Capital markets



(00:35:11) - Office to Multifamily conversions



(00:38:32) - What do renters want in today’s market?



(00:47:07) - Final thoughts